See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $31,051 |
Filed as: GREAT-WEST LIFE & ANNUITY INS CO Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,405 |
Filed as: ADVISED ASSETS GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,484 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,268 | $98,750+13.7% | $149,696-25.0% | $79,858+40.6% |
| Participation rate | 98.4% | 75.8%+22.6pp | 82.5%+15.9pp | 69.6%+28.8pp |
| Annual return | 14.14% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $962 | $3,216-70.1% | $4,644-79.3% | $2,471-61.1% |
| Participant deferral / active EE | $10,612 | $5,680+86.8% | $6,842+55.1% | $3,740+183.7% |
| Admin fee / account holder | $131 | $6,053-97.8% | $9,309-98.6% | $5,306-97.5% |